Remind your customers that a payment is due:
- Reports>Payments Due by End of Month
- Search using due dates or other criteria
- A report loads
- Verify that these are the names that fit the criteria you seek
- Click the email icon
- Load an email template if you have created one, or choose a blank template
- Write/use an email including the link https://www.cogran.io/index.html?YOURSITE
- Instruct the users to log into their accounts and click on Key Dates, Payments Due, Documents in the upper left hand corner
Sample email:
Hi there,Thanks so much for registering for our programs!
You chose to pay a deposit for one or more of our programs. Based on our records, it is now time to make your payment at our website: https://www.cogran.io/index.html?YOURSITE
Log into your account and click the menu icon in the upper right corner. There, you will find a link to payments due!
Thanks,
The Team at (your name)